At Sharkey, Howes & Javer, we are a dynamic fee-only financial planning and investment management firm who is adding an experienced paraplanner to our team.
Our ideal candidate will possess the following qualities:
CERTIFIED FINANCIAL PLANNER™ designation.
Strong desire to join a fee-only financial planning team with a passion for helping clients of the firm reach their financial goals.
Ability to articulate/demonstrate strong communication skills and aptitude in a team atmosphere.
Ability to take direction from multiple team members.
Preferred 3 years of applicable industry experience, including:
Writing comprehensive financial plans with recommendations and creative solutions.
Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning.
Analyzing client investment portfolios.
Excellent written communication skills; detail oriented; able to manage and prioritize many time-sensitive tasks simultaneously; pro-active self-starter.
****Salaried in-office position during regular business hours. Must pass a criminal background check and a credit check.
If this sounds like the opportunity for you, please send resume and cover letter to email@example.com and please include “SH&J Paraplanner” in the subject line. We look forward to hearing from you!